Flow builder overview
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This section will give you an overall idea about how to use the Rapidbott flow builder. You can open a flow and try side by side.
IMPORTANT
To begin with, you need to create a flow. Currently, Rapidbott provides you with 11 types of flow:
Flow consists of sub flows. There are 3 types of sub flow:
general sub flow, varies in flow type
call / trigger background tasks
process repetitive tasks
Sub Flow consists of steps. There are 8 types of steps:
display information
ask question and wait for user input
process data and tasks via integrations, APIs, notifications...
go different steps depend on conditions
go different steps depend on probability
send full email instead of short email notification
jump to a step or sub flow rather than using a line connector
define output for the function flow
Each flow has a Publish Version and a Draft Version.
Publish Version
Your bot talks to clients using the publish version.
Draft Version
Any editing of steps will be saved automatically to the draft version. you can edit your flow without influencing the bot and test the draft version before you "Publish".
click "Edit Flow" on the upper left/right corner of the flow to enter the draft version
click "Publish" to save your draft to a new Publish Version
discard changes and revert to the newest Publish Version
keep draft and switch to Publish Version (by doing this, you can have a look at your publish version and when you click edit and come back, your draft is still here)
TIP
You might want to create a flow first, then open the flow side by side when you read the following instruction.
After entering a flow, this is what you will see:
On the left-hand side, there is a sidebar. From top to bottom there are:
Flow Builder
build subflows here
Flows
manage all your subflows
Analytics
bot data analysis
Live Chat
inbox for all the conversations, make a human reply here
Bot Users
manage bot user profile. import, export, search or delete bot users
Automation
manage keywords, sequences, triggers and comments
Contents
manage custom fields, tags, OTN, personas, user menus and customer feedback
Tools
manage error logs, draft version tester, bot admins, widgets, multiple language and shortcuts, Facebook Ads, inbound webhooks
Broadcasts
send/manage broadcasts
Settings
(some are owner only) manage bot users limit, Facebook greeting text, chat widget customization, ice breakers and authorized websites
Before you start, you can pick your favourite theme by clicking "Change Theme":
choose one of them and "Apply Change".
PS:JelllyBean is the most popular 🤗
With tooltip, you can see description for every feature you see in the flow builder like this:
The tooltip includes a title, description, image, video link and documentation link. It is friendly to new users. For users who are already familiar with the system, you can choose to disable the tooltip by clicking the "Hide Flow Tooltips" option.
Click on a step to edit it, "Edit Panel" will show next to the sidebar.
Click step name to edit it. You can choose the next step at the bottom of the edit panel or drag connectors from the circle to the tile of another step.
Create a new step or choose an existing one to be the next step. For dragging connectors, see below:
We've just learned how to move the builder by clicking and dragging. For selecting multiple steps, it's a bit similar. Hold the Shift key then click and drag to cover the steps you would like to select:
Alternatively, ctrl + click them one by one:
The selected step has a green border. After selecting multiple steps, click "Create New Canvas" to organize these steps in a canvas box, or move them to an existing sub flow. To delete multiple steps, hit the "delete" button on your keyboard after choosing several steps:
The green start point is the entrance of a sub flow. It can't be moved to other sub flows or deleted even you include it in a group of steps.
After you select a step or multiple steps, use Ctrl + C to copy and Ctrl + V to paste it to:
the same subflow
different subflows in the same bot/flow
different bots/flows but the same channels (associate custom fields will be created automatically)
different channels (unsupported features will be removed)
That's all about it for Flow Builder Overview!! 🎉 Try building your first flow now. 😎